Cardinal Point Capital Management, Ulc Reduced Holdings in Q2 2025

Cardinal Point Capital Management, Ulc

  • $1.26 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IHDG
Wisdomtree Tr

ETFs
-374K
- 95.32%
$38.54 - $46.0 $14.4M - $17.2M
18.4K $827M
MUB
Ishares National Muni Bond ETF

ETFs
-10.5K
- 3.18%
$102.31 - $105.8 $1.08M - $1.11M
321K $33.5B
AEM
Agnico Eagle Mines LTD

Basic Materials
-23.3K
- 24.7%
$99.48 - $124.46 $2.32M - $2.91M
71.2K $8.46B
MCD
Mcdonalds Corp

Consumer Cyclical
-200
- 1.53%
$285.55 - $321.23 $57.1K - $64.2K
12.9K $3.76B
ZTS
Zoetis Inc.

Healthcare
-1.05K
- 8.67%
$144.41 - $170.3 $152K - $179K
11.1K $1.72B
ASA
Asa Gold & Precious Metals LTD

Financial Services
-8.78K
- 47.95%
$24.28 - $34.46 $213K - $302K
9.53K $301M
BMY
Bristol Myers Squibb CO

Healthcare
-50
- 0.3%
$44.12 - $59.6 $2.21K - $2.98K
16.6K $769M
BOND
Pimco Active Bond Exchange Tra

ETFs
-2.5K
- 37.74%
$89.87 - $92.93 $225K - $232K
4.13K $380M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.24K
- 36.44%
$114.78 - $133.31 $142K - $165K
2.16K $288M
DFAI
Dimensional ETF Tr

ETFs
-5.26K
- 36.18%
$28.02 - $34.71 $147K - $182K
9.27K $320M
Fortuna Mng Corp
-22.6K
- 35.51%
N/A
41K $267M
KGC
Kinross Gold Corp

Basic Materials
-13.9K
- 41.19%
$11.79 - $15.85 $164K - $220K
19.9K $310M
AOR
Ishares Tr Core Growth Allocat

ETFs
-2.06K
- 20.68%
$53.36 - $61.57 $110K - $127K
7.9K $486M
TXT
Textron Inc

Industrials
-2K
- 21.12%
$60.72 - $80.34 $122K - $161K
7.48K $601M
PSEP
Innovator U.S. Equity Power Bu
-2.5K
- 24.53%
N/A
7.69K $314M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.05K
- 31.2%
$39.89 - $49.46 $81.9K - $102K
4.53K $224M
FTLS
First Tr Long/Short Equity ETF

ETFs
-5.2K
- 4.18%
$60.06 - $66.28 $312K - $344K
119K $7.89B
IAG
Iamgold Corp

Basic Materials
-17.8K
- 29.16%
$5.63 - $8.09 $100K - $144K
43.3K $318M
PK
Park Hotels & Resorts Inc.

Real Estate
-3.7K
- 13.59%
$8.85 - $11.18 $32.7K - $41.4K
23.5K $241M
T
At&T Inc.

Communication Services
-1.99K
- 15.05%
$26.33 - $28.94 $52.3K - $57.5K
11.2K $325M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.12K
- 9.61%
$55.22 - $63.94 $62K - $71.8K
10.6K $675M
AVUV
American Centy ETF Tr Avantis

ETFs
-740
- 10.68%
$75.17 - $91.21 $55.6K - $67.5K
6.19K $564M
South Bow Corp
-2.29K
- 10.53%
N/A
19.5K $504M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-425
- 15.54%
$90.56 - $109.49 $38.5K - $46.5K
2.31K $252M
DFSE
Dimensional ETF Tr Dimen Emrgn
-3.51K
- 15.24%
N/A
19.5K $742M
FTS
Fortis Inc.

Utilities
-1.09K
- 9.21%
$44.42 - $49.76 $48.4K - $54.2K
10.7K $512M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-540
- 10.78%
$49.57 - $50.27 $26.8K - $27.1K
4.47K $225M
GILD
Gilead Sciences, Inc.

Healthcare
-75
- 0.63%
$96.91 - $113.0 $7.27K - $8.48K
11.9K $1.32B
PAAS
Pan American Silver Corp

Basic Materials
-2.5K
- 14.37%
$21.49 - $29.35 $53.7K - $73.4K
14.9K $422M
DISV
Dimensional ETF Tr Dimensional

ETFs
-1.27K
- 16.57%
$25.93 - $32.91 $32.8K - $41.7K
6.37K $210M
SU
Suncor Energy Inc

Energy
-2.21K
- 0.56%
$31.54 - $41.04 $69.8K - $90.9K
392K $14.7B
DFAU
Dimensional ETF Tr

ETFs
-1.44K
- 9.7%
$34.04 - $42.36 $48.9K - $60.9K
13.4K $567M
WTMF
Wisdomtree Tr Managed Futures

ETFs
-230
- 3.4%
$32.91 - $35.38 $7.57K - $8.14K
6.53K $231M
IEFA
Ishares Tr

ETFs
-417
- 9.26%
$67.83 - $84.09 $28.3K - $35.1K
4.09K $341M
BTG
B2 Gold Corp

Basic Materials
-30.5K
- 18.48%
$2.64 - $3.77 $80.5K - $115K
135K $485M
Canadian Pacific Kansas City
-1K
- 9.31%
N/A
9.74K $772M
IVV
Ishares Core S&P 500 ETF

ETFs
-76
- 6.63%
$498.8 - $620.9 $37.9K - $47.2K
1.07K $664M
MS
Morgan Stanley

Financial Services
-83
- 3.16%
$99.83 - $140.86 $8.29K - $11.7K
2.55K $358M
SPY
Spdr S&P 500 ETF Trust

ETFs
-155
- 5.22%
$496.48 - $617.85 $77K - $95.8K
2.82K $1.75B
CVS
Cvs Health Corp

Healthcare
-825
- 0.65%
$60.04 - $70.18 $49.5K - $57.9K
125K $8.64B
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-120
- 1.71%
$170.2 - $211.82 $20.4K - $25.4K
6.91K $1.46B
Aris Mng Corp
-100
- 0.15%
N/A
66.9K $450M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-90
- 2.12%
$456.74 - $568.03 $41.1K - $51.1K
4.16K $2.39B
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-1.13K
- 3.1%
$26.99 - $33.86 $30.4K - $38.1K
35.1K $1.17B
BEP
Brookfield Renewable Partners L.P.

Utilities
-512
- 1.87%
$20.16 - $26.41 $10.3K - $13.5K
26.8K $683M
SLF
Sun Life Financial Inc

Financial Services
-708
- 2.01%
$53.39 - $66.45 $37.8K - $47K
34.5K $2.29B
MAG
Mag Silver Corp

Basic Materials
-2.3K
- 6.96%
$12.56 - $21.63 $28.9K - $49.7K
30.7K $652M
DFSI
Dimensional ETF Tr Dimen Intl
-815
- 1.17%
N/A
69.1K $2.72B
Brookfield Corp
-18
- 0.05%
N/A
35.7K $2.21B
Activity Summary
Buys All Purchases 152 New Holdings 76 Increased Positions 76 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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